1-800-976-1093 RSVP Code 461063

JOIN US FOR A COMPLIMENTARY PRESENTATION

HOW WILL PRESIDENTIAL ELECTION YEAR, TAXES AND VOLATILITY AFFECT YOUR RETIREMENT

Financial Planning in 2024

We're sorry - all events are now closed.

What You'll Learn

FINANCIAL PLAN: More than just investments. Coordinate your goals inside a tailored financial plan.
RETIREMENT INCOME: Will you have enough? Learn strategies to help secure guaranteed income for life.
TAXES IN RETIREMENT: Why the biggest risk to you retirement might be failing to plan for taxes.
LEGACY PLANNING: Ensure your beneficiaries receive exactly what you intend.
INVESTING DURING AN ELECTION YEAR
CREATING A PORTFOLIO THAT ENDURES VOLATILITY

Featured Speaker

At Granite Bridge Wealth Management, we’ll help you optimize your wealth and move beyond your success to find financial significance.

We’ll get to know your personal goals and guide you through options that will enable you to achieve them.

Through conversations, education and our professional advice, together we’ll build a working relationship that will positively impact your financial future.